SWM
FISV

SHP Wealth Management’s Fiserv Inc FISV Stock Holding History

SHP Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69K Buy
48
+32
+200% +$1.98K ﹤0.01% 1214
2025
Q4 		$1.08K Buy
+16
New +$1.34K ﹤0.01% 1244

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's FISV Position: Q1 2026 in Review

SHP Wealth Management increased its Fiserv Inc (FISV) stake by 200% in Q1 2026, buying an estimated $1.98K and bringing the position to 48 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

SHP Wealth Management first reported a position in FISV in Q4 2025 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • SHP Wealth Management held 48 shares of Fiserv Inc worth $2.69K as of Q1 2026.
  • SHP Wealth Management bought 32 Fiserv Inc shares in Q1 2026, an estimated $1.98K.
  • Fiserv Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1214 holding.
  • SHP Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.